March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
July 14, 2011
CPA Practice Advisor Executive Editor Darren Root, CPA, presents a 2011 Innovation Award Honorable Mention to Freshbooks, recognizing the technology vendor's completely SaaS-based small business management system. The Awards were announced during a ceremony at the California Accounting & Business Show & Conference in Los Angeles, June 6, 2011.
July 13, 2011
Randy Johnston and Isaac O'Bannon speak about tech issues small and mid-sized accounting practices should have top-of-mind (June 14, 2011).
July 13, 2011
From the AICPA Tech+/PCPS Convention, June 14, 2011.
July 13, 2011
Discussing Concur's travel and expense management system at AICPA Tech+/PCPS.
July 13, 2011
As technology is increasingly woven into the fabric of business management and operations, it becomes more necessary to evaluate technology utilization and prepare for management an assessment of the threats and opportunities available. In the area of threats, there is the risk involved in an inadequate backup and document archiving system. Weak policies regarding employee...…
June 14, 2011
Annual AICPA convention draws professionals for topical education Nearly 1,000 CPAs from across the country have gathered at the Aria Casino and Convention Center in Las Vegas for the American Institute of Public Accountants’ annual Practitioners Symposium and Tech+ Conference. The main keynote speaker for the Monday opening session of the conference was inspirational speaker...…
June 6, 2011
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
May 26, 2011
The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…
May 23, 2011
The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…
May 11, 2011
Run your Entire Business on One Integrated System Cloud based. On-demand access dramatically lowers maintenance and license fees. Everything from CRM, Acccounting, E-Commerce, Dashboards, Projects, and Portals for $49.95 per user per month. Sales (SFA), Activity Mgt, & Business Process Automation (BPA), Item based Support, & Marketing (Campaign Mgt, Drip Campaigns, & E-mail broadcasting). Access...…
May 5, 2011
Global Deployment of Basware Invoice Automation Gives Industry Leader Greater Visibility, Control, Improved Processes